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Northern Graphite's mine in Lac-des-Iles, Quebec. Photo: Sebastien St-Jean/AFP/Getty

The Electric: A Big Deal in Saudi Arabia Sent This Graphite Miner’s Shares Soaring

By Steve LeVine · Jan 19, 2026 4:30am PST

For more than two decades, Northern Graphite has plodded along as a middling if sometimes plucky Canadian mining company. Then last week, Northern said its revenue would jump eightfold to $250 million in the next few years as it shifts from merely mining graphite to processing it into the final material used to make battery anodes. The news... For more than two decades, Northern Graphite has plodded along as a middling if sometimes plucky...

CATL battery factory in Arnstadt, Germany. Photo: Nicolo Lanfranchi/Bloomberg/Getty

The Electric: China’s Moves Are Likely to Make Its Big Battery Makers Even Bigger

By Steve LeVine · Jan 15, 2026 4:30am PST

Days before China this week announced record exports, it moved to temper global anger over its flood of cheap products going overseas: It killed tax subsidies on exports of batteries and solar panels. Days before China this week announced record exports, it moved to temper global anger over its...

Nvidia CEO Jensen Huang. Photo by Patrick T. Fallon /Getty Images

China Restricts Nvidia Chip Purchases to Special Circumstances

By Qianer Liu · Jan 13, 2026 8:27am PST

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs, according to two people with direct knowledge of the situation. The latest communication signals Beijing is hardening its position against... The Chinese government this week told some tech companies it would only approve their purchases...

Photo by Matteo Della Torre/Getty Images

How Apple is Using Gemini to Give ChatGPT-Like Answers

By Stephanie Palazzolo, Amir Efrati and Aaron Tilley · Jan 13, 2026 7:00am PST

Photo by Matteo Della Torre/Getty Images

How Apple is Using Gemini to Give ChatGPT-Like Answers

By Stephanie Palazzolo, Amir Efrati and Aaron Tilley · Jan 13, 2026 7:00am PST

In another AI win for Google lately, Apple announced on Monday that it will use Google’s Gemini models to power its artificial intelligence features, including an upcoming updated version of its Siri voice assistant.With Gemini powering its answers, Siri will have the ability to answer factual questions, tell stories, provide emotional support... In another AI win for Google lately, Apple announced on Monday that it will use Google’s Gemini...

StoreDot CEO Doron Myersdorf. Photo: Courtesy StoreDot

The Electric: This Battery Startup’s New Approach to Survival—Go Public

By Steve LeVine · Jan 12, 2026 4:30am PST · 1 comment

For two years, Doron Myersdorf tried to raise upward of $50 million to keep StoreDot, his Israeli battery startup, on its feet until he could land some big expected contracts. Nothing worked. Now the CEO has decided on a different route to staying afloat: listing the company on the Nasdaq. For two years, Doron Myersdorf tried to raise upward of $50 million to keep StoreDot, his Israeli...

Getty Images.

DeepSeek To Release Next Flagship AI Model With Strong Coding Ability

By The Information Staff · Jan 9, 2026 5:11am PST

Chinese AI startup DeepSeek is expected to launch its next-generation AI model that features strong coding capabilities in the coming weeks, according to two people with direct knowledge of the plan. The new model, V4, is a successor to the V3 model DeepSeek released in December 2024. Initial tests done by DeepSeek employees based on the company... Chinese AI startup DeepSeek is expected to launch its next-generation AI model that features...

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

By Amir Efrati · Jan 8, 2026 7:00am PST · 1 comment

OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time coming, as we explained last summer. In short, OpenAI is creating a special section of ChatGPT for customers to ask health-related questions and dump data from their personal health apps and wearable devices to get personalized advice. The features... OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time...

Nvidia CEO Jensen Huang. Photo by Patrick T. Fallon/Getty Images

China Tells Tech Companies to Halt Nvidia H200 Chip Orders

By Qianer Liu · Jan 7, 2026 7:38am PST · 4 comments

Nvidia CEO Jensen Huang. Photo by Patrick T. Fallon/Getty Images

China Tells Tech Companies to Halt Nvidia H200 Chip Orders

By Qianer Liu · Jan 7, 2026 7:38am PST · 4 comments

The Chinese government this week asked some tech companies to temporarily halt plans to buy Nvidia’s H200 AI chips, according to two people involved in the communication, throwing up a possible roadblock in Nvidia’s hopes of restarting chip sales to one of its biggest markets. The instruction came roughly a month after President Donald Trump... The Chinese government this week asked some tech companies to temporarily halt plans to buy...

Art by Clark Miller; Getty Images, Blue Origin.

Sutskever’s Fate, OpenAI’s Next Deal, A Hit Robot—and 13 Other Predictions for 2026

By The Information Staff · Jan 2, 2026 9:00am PST · 13 comments

No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest minds within tech often outshine the competition by obsessing about the future. We like to get in on the game too. In keeping with annual tradition, we’re publishing below our best educated guesses on what’ll happen in 2026: what Microsoft buys, what... No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest...

Art by Mike Sullivan

Small Bank Critical to Stablecoin Payments Tightens Risk Controls

By Yueqi Yang and Michael Roddan · Dec 16, 2025 6:00am PST

In just two years, Kansas City, Missouri–based lender Lead Bank has emerged as a major link between stablecoin startups and the traditional financial system, powering billions of dollars of payments around the world. But lately, signs have emerged that both the bank and its stablecoin clients are tightening their risk controls, potentially... In just two years, Kansas City, Missouri–based lender Lead Bank has emerged as a major link...

Artwork by Clark Miller.

Jessica Lessin’s 2026 Tech Predictions

By The Information Staff · Dec 10, 2025 6:56am PST · 2 comments

In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the stage for a pivotal year in technology. Drawing on insights from our global newsroom, she outlined the key themes and critical questions that will define the industry in 2026. While we have long made it a practice to look ahead, the current... In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the...